Podcast
Succession Link
Succession Link is the leading networking and com…
Promoted by PodServe.fm
Expansive CEO is a podcast for entrepreneurs, leaders, and visionaries who are ready to build businesses in alignment with their unique energy blueprint. Co-hosted by 6/2 Pure Manifesting Generator Hannah Chapman and 1/3 Pure Generator Lauren Ammon, the …
Succession Link · Oct 20, 2017
PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still growing. I would like to …
1:46Succession Link · Oct 20, 2017
PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This …
1:59Succession Link · Oct 17, 2017
PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. Advisor would like to either merge with …
2:35Succession Link · Oct 17, 2017
PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks …
1:59Succession Link · Oct 17, 2017
PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells …
1:54Succession Link · Oct 13, 2017
PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech support and access to client opportunities. Advisor …
1:35Succession Link · Oct 12, 2017
PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or …
2:06Succession Link · Oct 5, 2017
PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two years experience with a series …
1:34Succession Link · Oct 5, 2017
PRACTICE FOR SALE: $13MM AUM | $100,000 GDC in Erie, PA View this Listing: https://successionlink.com/advisors/21938/ Overview: Advisor seeks to transition his business to a new owner. Advisor seeks this merger to occur in the …
1:47Succession Link · Oct 5, 2017
PRACTICE FOR SALE: $20MM AUM | $50,000 GDC in Nassau County, NY View this Listing: https://successionlink.com/advisors/21872/ Overview: Advisor seeks to bring on a candidate and work with them for one year before Advisor completely …
1:47Succession Link · Oct 3, 2017
PRACTICE FOR SALE: $300,000 AGR | $300,000 Premiums in Bronxville, NY View this Listing: https://successionlink.com/insurance/21565/ Overview: Looking to sell book of business and stay on for 3-5 years as assistant. Only considering candidates located …
1:24Succession Link · Sep 22, 2017
PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA View this Listing: https://successionlink.com/advisors/21917/ Overview: Practice is 90% Fee based RIA and 10% brokerage based. RIA side, financial planning and investment modeling. Algorithms …
1:45Succession Link · Sep 22, 2017
PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA View this Listing: https://successionlink.com/advisors/20986/ Overview: Advisor is a solo financial planning practice, but would like to be part of an ensemble practice …
2:22Succession Link · Sep 22, 2017
PRACTICE FOR SALE: $21MM AUM | $350,000MM GDC in Richmond, CA View this Listing: https://successionlink.com/advisors/23708/ Overview: Advisor seeks to retire completely and sell book of business. Advisor seeks to work with buyer for 4-5 …
1:49Succession Link · Sep 19, 2017
PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL View this Listing: https://successionlink.com/advisors/22003/ Overview: Advisor seeks to merge with another firm or completely sell book of business and retire. Advisor seeks …
1:30Succession Link · Sep 15, 2017
PRACTICE FOR SALE: $7MM AUM | $70,000 GDC in Greensboro, NC View this Listing: https://successionlink.com/advisors/23523/ Overview: Advisor seeks to completely sell book of business and retire. Advisor seeks to complete transaction in the next …
1:33Succession Link · Sep 14, 2017
PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX View this Listing: https://successionlink.com/advisors/4348/ Overview: Two partners started and run a hedge fund since 2010 that is an equity options based strategy with …
1:20Succession Link · Sep 11, 2017
PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. While I seek to retire in three …
1:42Succession Link · Sep 7, 2017
PRACTICE FOR SALE: $40MM AUM | $200,000 GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities & life insurance. Looking to sell and accepting offers …
1:41Succession Link · Sep 7, 2017
PRACTICE FOR SALE: $73MM AUM | $615,000 GDC in Portland, OR View this Listing: https://successionlink.com/advisors/17229/ Overview:My practice is for sale. I'm looking to sell by the end of the year. I am willing to …
1:41Succession Link · Sep 6, 2017
PRACTICE FOR SALE: $62MM AUM | $800,000 GDC in Asheville, NC View this Listing: https://successionlink.com/advisors/23542/ Overview: Advisor seeks to merge with an ideal candidate for a few years to transition clients before completely selling …
1:32Succession Link · Aug 31, 2017
PRACTICE FOR SALE: $26MM AUM | $287,000 GDC In Dallas, TX View this Listing: https://successionlink.com/advisors/20671/ Overview: We have been registered, either with the SEC or the Texas State Securities Board, since January, 1984. We …
1:37Succession Link · Aug 29, 2017
PRACTICE FOR SALE: $192MM AUM | $1.5MM GDC In Falmouth, MA View this Listing: https://successionlink.com/advisors/14828/ Overview: Examining continuity and succession options. Full service financial planning and investment management.
1:22Succession Link · Aug 25, 2017
PRACTICE FOR SALE: $115MM AUM | $605,000 GDC In Casper, WY View this Listing: https://successionlink.com/advisors/18011/ Overview: Our firm offers both discretionary portfolio management and 401K consulting services. We are looking for merger/succession possibilities.
1:21Succession Link · Aug 23, 2017
PRACTICE FOR SALE: $70MM AUM | $500,000 GDC In Bartlesville, Ok View this Listing: https://successionlink.com/advisors/12528/ Overview: Established 17 year old, 2 person investment advisory firm, seeking an associate for succession planning. Business model is …
1:24Succession Link · Aug 21, 2017
PRACTICE FOR SALE: $10MM AUM | $150,000 GDC In San Jose, CA View this Listing: successionlink.com/advisors/23674/ Overview: Advisor seeks to sell business and exit the industry. Advisor seeks to exit the industry in 2018. …
1:21Succession Link · Aug 18, 2017
PRACTICE FOR SALE: $62MM AUM | $605,000 GDC In Albuquerque, NM View this Listing: https://successionlink.com/advisors/18226/ Overview: Small CPA financial planning firm. We work with 112 households and provide investment management, primarily through 3rd party …
1:18Succession Link · Aug 16, 2017
PRACTICE FOR SALE: $30MM AUM | $160,000 GDC In Sacramento, CA View This Listing: https://successionlink.com/advisors/20475/ Ideal purchasing candidate is a Certified Financial Planner, (or on track to achieve designations), with extensive knowledge of life …
1:50Succession Link · Aug 14, 2017
PRACTICE FOR SALE: $16MM AUM | $400,000 GDC In Littleton, CO View this Listing: https://successionlink.com/advisors/21489/ Very loyal book of business, health conditions reason for sale. Clients in several different states incl. a big piece …
1:07Succession Link · Aug 9, 2017
PRACTICE FOR SALE: $116MM AUM | $1.1MM GDC In Raleigh, NC View This Listing: https://successionlink.com/advisors/21457/ Only qualified buyers will be considered. Buyers must be willing to change affiliations. Will require detailed financial information be …
2:02Prefer another app? Listen on Apple Podcasts
Plays from top to bottom
